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Synergy Investment Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Synergy Investment Management, LLC

No.4785 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.13亿
环比变动 Q1 2026
+$1.08亿+35.2%
持仓股票数
1086
新买入
290
加仓
452
减仓
152
清仓
114
持股不变
192
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
9.78%7.41%$4,043.1万5.4万股$2,265.8万3.5万股+1.9万股+55.66%加仓
V先锋领航指数基金VOO
6.09%7.42%$2,517.2万3.7万股$2,269.9万3.8万股-1,336股-3.52%减仓
V先锋领航指数基金VUG
4.41%5.16%$1,822.8万21.2万股$1,578.4万3.6万股+17.6万股+486.20%加仓
B贝莱德ETF信托DYNF
4.33%4.2%$1,790.8万26.3万股$1,285.0万22.1万股+4.2万股+19.21%加仓
SSPDR道富系列信托SPYG
4.09%4.05%$1,691.9万14.2万股$1,237.8万12.6万股+1.6万股+12.48%加仓
S道富SPYV
3.36%4.14%$1,388.2万22.8万股$1,265.2万22.4万股+4,753股+2.13%加仓
IiShares安硕IEMG
2.82%2.89%$1,167.9万14.1万股$882.7万12.7万股+1.5万股+11.81%加仓
S道富SPTI
2.62%3.02%$1,082.1万38.1万股$924.0万32.2万股+5.9万股+18.22%加仓
B贝莱德ETF信托BAI
2.37%2.07%$978.4万18.6万股$632.7万19.2万股-6,436股-3.35%减仓
B贝莱德ETF信托IALT
1.98%$819.8万29.2万股$00股+29.2万股新买入
IiShares安硕信托GJS
1.89%0.87%$781.6万34.3万股$264.9万11.6万股+22.7万股+196.78%加仓
C资本集团股息价值CCBG
1.83%2.12%$758.2万15.4万股$646.7万15.2万股+1,839股+1.21%加仓
PPACER DATA AND DIGITAL REVOLUTION ETFTRFK
1.59%1.13%$656.2万6.1万股$346.9万5.6万股+5,754股+10.32%加仓
I景顺交易所交易基金IISPMO
1.47%1.67%$606.3万3.8万股$509.1万4.5万股-7,877股-17.35%减仓
F第一信托·EXCHANGE-TRADED ALPFAD
1.38%1.48%$569.7万2.8万股$453.2万2.9万股-26股-0.09%减仓
GGlobal X基金SHLD
1.34%1.47%$554.9万9.3万股$448.8万6.3万股+3.0万股+46.72%加仓
FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI
1.32%1.29%$544.6万28.2万股$395.7万20.8万股+7.4万股+35.56%加仓
B贝莱德ETF信托BLCR
1.26%$522.6万10.4万股$00股+10.4万股新买入
I景顺交易所交易基金IIPZA
1.23%1.09%$508.4万21.6万股$331.9万14.4万股+7.2万股+49.67%加仓
F第一信托交易所交易基金VIUCON
1.23%1.52%$507.7万20.4万股$464.8万18.8万股+1.6万股+8.73%加仓
GGlobal X基金AUSF
1.22%1.54%$506.2万10.4万股$469.3万9.7万股+6,527股+6.72%加仓
VVanEck·CLO ETFCLOI
1.19%$490.2万9.3万股$00股+9.3万股新买入
B贝莱德·ETF TRUST IIBINC
1.07%1.25%$442.8万8.5万股$382.2万7.4万股+1.1万股+14.96%加仓
英伟达NVDA
1.07%0.78%$441.7万2.2万股$238.2万1.4万股+8,757股+64.13%加仓
S道富SPYM
1.07%1.26%$440.6万5.0万股$385.7万5.0万股-250股-0.50%减仓
苹果AAPL
1%0.48%$412.3万1.4万股$145.5万5,733股+7,959股+138.83%加仓
IiShares黄金信托IAU
0.95%1.08%$393.0万5.2万股$330.7万3.8万股+1.5万股+38.72%加仓
I景顺自营指数基金IUS
0.94%1.12%$387.5万5.9万股$342.2万5.9万股+2股+0.00%加仓
B贝莱德ETF信托THRO
0.93%1.51%$383.8万8.9万股$462.5万12.8万股-3.9万股-30.28%减仓
亚马逊AMZN
0.87%0.88%$357.6万1.5万股$269.1万1.3万股+2,209股+17.10%加仓
C资本集团成长ETFCGGR
0.84%0.97%$345.5万7.3万股$296.0万7.4万股-463股-0.63%减仓
IiShares安硕信托GVI
0.81%0.75%$336.4万3.1万股$229.0万2.2万股+9,754股+45.22%加仓
G通用动力VTI
0.79%1.03%$328.4万8,876股$313.7万9,778股-902股-9.22%减仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.76%1.43%$312.7万6.2万股$436.9万8.7万股-2.6万股-29.23%减仓
C资本集团固定收益ETF信托CGMS
0.75%0.95%$310.8万11.4万股$291.8万10.7万股+6,555股+6.12%加仓
I景顺·S&PSPHQ
0.7%2.57%$290.2万3.2万股$786.9万10.5万股-7.2万股-69.22%减仓
MMAIN SECTOR ROTATION ETFSECT
0.68%0.78%$279.4万3.9万股$237.4万3.9万股-524股-1.33%减仓
IiShares安硕信托EFV
0.6%0.74%$249.2万3.3万股$224.8万3.0万股+2,318股+7.67%加仓
S嘉信策略信托SCHD
0.58%0.78%$240.6万7.6万股$239.1万7.8万股-2,043股-2.62%减仓
IiShares安硕信托IEFA
0.56%0.73%$231.2万2.4万股$223.3万2.5万股-730股-2.96%减仓
I景顺QQQ信托VOO
0.56%0.58%$229.9万3,122股$178.1万3,086股+36股+1.17%加仓
IiShares安硕信托IVW
0.55%0.61%$227.3万1.7万股$187.4万1.7万股-38股-0.23%减仓
V先锋领航指数基金VTV
0.5%0.52%$207.3万9,497股$157.5万8,029股+1,468股+18.28%加仓
C资本集团固定收益ETF信托CGCB
0.49%0.59%$204.2万7.8万股$181.0万6.9万股+9,050股+13.13%加仓
V先锋领航·TOTALBND
0.46%0.46%$192.1万2.6万股$139.3万1.9万股+7,349股+38.84%加仓
谷歌AGOOGL
0.44%0.23%$181.4万5,207股$68.8万2,392股+2,815股+117.68%加仓
AAlphabet Inc Class CGOOG
0.43%0.4%$177.5万5,070股$121.5万4,236股+834股+19.69%加仓
微软MSFT
0.42%0.26%$174.6万4,586股$79.9万2,160股+2,426股+112.31%加仓
礼来LLY
0.4%0.37%$167.0万1,390股$114.2万1,241股+149股+12.01%加仓
IiShares安硕信托EFG
0.4%0.44%$164.1万1.3万股$133.7万1.2万股+1,184股+9.86%加仓

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